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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $698,015 | $183,627+280.1% | $155,602+348.6% | $145,978+378.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.63% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,329 | $5,316-75.0% | $4,675-71.6% | $4,662-71.5% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,690+71.9% |
| Admin fee / account holder | $3,334 | $19,327-82.8% | $15,923-79.1% | $13,400-75.1% |